Filings through .
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3 funds of $250K or more; 23 lines in all, holding $2.1M of the plan's $2.2M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2050 TD Capital Group · Separate account | $405K | 19.1% |
| American Funds 2055 TD Capital Group · Separate account | $391K | 18.5% |
| American Funds 2040 TD Capital Group · Separate account | $367K | 17.3% |
| 500 Index Fund Manager not matched · Separate account Index | $188K | 8.9% |
| American Funds 2060 TD Capital Group · Separate account | $183K | 8.6% |
| American Funds 2035 TD Capital Group · Separate account | $135K | 6.4% |
| American Funds 2045 TD Capital Group · Separate account | $110K | 5.2% |
| Vanguard Explorer Fund Vanguard · Separate account | $66K | 3.1% |
| American Funds 2065 TD Capital Group · Separate account | $59K | 2.8% |
| Blue Chip Growth Fund Manager not matched · Separate account | $43K | 2.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.